Details for Billing, Cost, and Rate Clerks
Compile data, compute fees and charges, and prepare invoices for billing purposes. Duties include computing costs and calculating rates for goods, services, and shipment of goods; posting data; and keeping other relevant records. May involve use of computer or typewriter, calculator, and adding and bookkeeping machines.
- Verify accuracy of billing data and revise any errors.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Operate typing, adding, calculating, or billing machines.
- Answer mail or telephone inquiries regarding rates, routing, or procedures.
- Resolve discrepancies in accounting records.
- Type billing documents, shipping labels, credit memorandums, or credit forms, using typewriters or computers.
- Contact customers to obtain or relay account information.
- Review documents such as purchase orders, sales tickets, charge slips, or hospital records to compute fees or charges due.
- Keep records of invoices and support documents.
- Consult sources such as rate books, manuals, or insurance company representatives to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Update manuals when rates, rules, or regulations are amended.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Review compiled data on operating costs and revenues to set rates.
- Compile reports of cost factors, such as labor, production, storage, or equipment.
- Estimate market value of products or services.
- Enterprising - Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
- Conventional - Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
Education, training, experience
- Education - These occupations usually require a high school diploma.
- Training - Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.
- Experience - Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.
- English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
- Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
- Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
- Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Bookkeeping, Accounting, and Auditing Clerks
- Insurance Claims Clerks
- Insurance Policy Processing Clerks
- Loan Interviewers and Clerks
- New Accounts Clerks
- Office Clerks, General
- Secretaries, Except Legal, Medical, and Executive